As Executive Assistant, Melody has been with LevitZacks since 2016.  She has more than 20 years of experience.  Melody is lead for the LevitZacks community outreach committee, Levitzacks Loves San Diego, where team members sort food at the San Diego Food Bank, collect warm clothes for the Alpha Project, participate in the Salvation Army Kroc… Read More

As Partner, Bruce primarily assists larger, closely held businesses and their shareholders with planning, structuring and tax compliance matters.  He serves industries such as wholesale/retail, manufacturing, hospitality, biotech, technology and real estate.  Bruce also has a substantial knowledge base advising U.S. residents of filing obligations with complex domestic or foreign tax matters. Bruce often finds… Read More

As Partner and Director of Tax, Jared works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs. Jared has a Bachelor of Science in Business Administration from USC and a J.D. and LL.M. (Master of Law – Taxation) from the University of San Diego School of Law. … Read More

As Senior Audit Associate, Thien is known for his efficiency and diligence in all client assignments he’s engaged in. Thien has been a part of the LevitZacks team since 2017. Thien has a Master of Science in Accounting from San Diego State University and hold designations as a Certified Public Accountant and Certified Fraud Examiner…. Read More

As Chief Operating Officer and Partner, Sue oversees the administration, marketing, financial and risk management, technology, human resources, strategic planning and operations of the firm.  Throughout her career, Sue has participated in more than 30 merger and acquisition transactions, which provided her with the experience of working with all phases of an entity’s lifecycle, from… Read More

As Executive Assistant, Liberty has more than 15 years of experience working at accounting firms. She holds a Bachelor’s in Business Administration from the University of San Diego. Liberty’s ability to stay calm and keep a friendly smile on her face is one of her biggest assets. She is passionate about teaching her family the… Read More

As Audit Partner, Bryan works primarily with government contracting/DOD, manufacturing, including the craft beer industry, as well as employee benefit plans.  He identifies opportunities to improve internal controls and accounting processes.  Bryan also identifies clients’ specific needs and helps them make connections with people who can address those needs. Bryan graduated Magna Cum Laude from… Read More

As Partner and Director of Audit, Nick holds a Bachelor of Arts in History from University of California, Santa Cruz and a Certificate of Accountancy from San Diego State University College of Extended Studies. He uses his writing and research skills for proposals, technical memoranda, marketing materials and drafting financial statement disclosures. Nick is an… Read More

As Senior Audit Associate, Kendra is responsible for performing audits, reviews and compilations of privately held companies and 401(k) retirement plans. She works with companies in various industries, such as real estate, government contracting, service-based and retail and enjoys identifying areas where they can improve effectiveness in internal controls. A San Diego native, Kendra has… Read More

As Senior Tax Manager, Joe holds a Business Degree from Chico State with an accounting specialization and a  Master’s in Taxation from CSU, Northridge. He specializes in compliance and tax planning for pass-through entities and multi-state transactions in the manufacturing and real estate industries.  Joe enjoys the technical aspects of taxation and works proactively to… Read More